What we do

  • Tax Strategy + Planning

  • Individuals with Itemized Deductions

    • Including W-2 forms, Form 1099s, 1098s, deductions, etc.

  • Self-Employed Taxpayers

    • Including Schedule C

  • Real Estate Investors

    • Including Schedule E, Schedule D, and 1031 exchanges.

  • LLCs

  • Corporations

    • Including determining the best form their file a tax return.

  • S-Corporations

    • Including Form 1120.

  • Partnerships

    • Including Form 1065.

  • Trusts & Estates

  • Dual Citizens & Expats

    • Including the Foreign Earned Income Exclusion (FEIE).

  • Virtual Meetings and Consultations